See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,072 | $181,894-42.8% | $156,549-33.5% | $273,961-62.0% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 1.62% | 30.74%-29.1pp | 32.23%-30.6pp | 41.45%-39.8pp |
| Employer contribution / active EE | $2,004 | $6,248-67.9% | $5,501-63.6% | $4,869-58.8% |
| Participant deferral / active EE | $2,850 | $5,550-48.6% | $4,871-41.5% | $5,287-46.1% |
| Admin fee / account holder | $5 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |